BELVOIR CAPITAL AG is a FINMA-regulated manager of collective assets and operates as a multi-family office providing tailored wealth management, family office and investment services for private and institutional clients. Its services include discretionary portfolio management, access to investment funds, direct investments, real estate, club deals and structured products such as a Crypto Alpha Strategy (ETI).
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Wealth analysis, wealth structuring, wealth management and wealth controlling for private clients; mandates on a multi-asset basis with ongoing reporting and adjustments.
Family Office
Family office services for family wealth; contract management, point of contact for service providers and coordination of suitable partners.
Advisory and selection of investment funds
Advisory for institutional clients with access to selected investment funds, including quantitative and qualitative analysis, due diligence and final analysis.
Liquid investments
Allocation of liquid investments such as money market instruments, bonds, equities and investment funds according to risk appetite and market conditions.
Direct investments
Direct investments from venture capital to private equity, directly or via selected fund vehicles; primarily in small and medium-sized enterprises.